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Telemus Capital’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Telemus Capital’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,510
Closed -$287K – 452
2018
Q2 		$287K Sell
11,510
-3,797
-25% -$92.5K 0.02% 367
2018
Q1 		$361K Sell
15,307
-57,232
-79% -$1.35M 0.03% 326
2017
Q4 		$1.74M Buy
+72,539
New +$1.77M 0.13% 132

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return